Strategic Advisers, Inc.

Strategic Advisers, Inc. (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $236,389,700,000 in 619,100 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    236,390
    MILLION
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Strategic Advisers, Inc.
Showing 1 - 10 of 6,404 top financial advisors.
1
Brian W. Appel
CRD#: 2562929
530 Route 35, Shrewsbury Commons, Shrewsbury, NJ 07702
98
Wealthminder
score

Brian Appel (CRD# 2562929) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Shrewsbury, NJ and has over 21 years of experience in the finance industry.

2
Brandi J. Holmes
CRD#: 4346567
5850 Granite Parkway, Suite 270, Plano, TX 75024
98
Wealthminder
score

Brandi Holmes (CRD# 4346567) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Plano, TX and has over 15 years of experience in the finance industry.

3
John J. Shanley
CRD#: 5647373
573 Hopmeadow Street, Greystone Court West, Simsbury, CT 06070
98
Wealthminder
score

John Shanley (CRD# 5647373) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Simsbury, CT and has over 4 years of experience in the finance industry. John Shanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Hoda G. Ali
CRD#: 4849432
530 Route 35, Shrewsbury Commons, Shrewsbury, NJ 07702
96
Wealthminder
score

Hoda Ali (CRD# 4849432) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Shrewsbury, NJ and has over 11 years of experience in the finance industry. Hoda Ali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William H. Allen
CRD#: 2478527
175 East Altamonte Dr, Ste 1000, Altamonte Springs, FL 32701
96
Wealthminder
score

William Allen (CRD# 2478527) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Altamonte Springs, FL and has over 22 years of experience in the finance industry. William Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Joseph C. Almon
CRD#: 2899812
6501 S Fiddler's Green Circle, Ste 400 - 600, Greenwood Village, CO 80111
96
Wealthminder
score

Joseph Almon (CRD# 2899812) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 6 years of experience in the finance industry.

7
Matthew R. Aument
CRD#: 5164315
4611 Sharon Road Ste 125, Two Coltsgate, Charlotte, NC 28211
96
Wealthminder
score

Matthew Aument (CRD# 5164315) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Matthew Aument has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Andrew S. Band
CRD#: 4486908
3333 Piedmont Rd, Ste 1450, Atlanta, GA 30305
96
Wealthminder
score

Andrew Band (CRD# 4486908) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Andrew Band has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kenneth D. Barber
CRD#: 4109145
6501 S Fiddler's Green Circle, Ste 400 - 600, Greenwood Village, CO 80111
96
Wealthminder
score

Kenneth Barber (CRD# 4109145) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 16 years of experience in the finance industry. Kenneth Barber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Benjamin R. Beecher
CRD#: 4349423
139 North Loop 1604 East, #103, San Antonio, TX 78232
96
Wealthminder
score

Benjamin Beecher (CRD# 4349423) is an Investment Advisor Representative working at Strategic Advisers, Inc. in San Antonio, TX and has over 15 years of experience in the finance industry. Benjamin Beecher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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